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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,497 | $90,607-74.1% | $79,467-70.4% | $135,380-82.6% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -5.43% | 977.74%-983.2pp | 718.30%-723.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,325 | $3,068-24.2% | $2,800-17.0% | $4,779-51.3% |
| Participant deferral / active EE | $872 | $4,050-78.5% | $3,704-76.5% | $5,609-84.5% |
| Admin fee / account holder | $3,398 | $5,895-42.4% | $5,104-33.4% | $10,828-68.6% |